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Insight Wealth Strategies

Insight Wealth Strategies is an investment advisor in San Ramon with $777.48M assets under management.

Company profile

Employees
Location
SEC CIK
IRS number
825323905
SEC advisor number
801-124825
FINRA CRD number
151437
AUM ?
$120M (as of 18 Apr 22)
Accounts
220 (as of 18 Apr 22)
Employees
1 (1 investment advisory or research)
Address
Insight Wealth Strategies
5000 EXECUTIVE PARKWAY
SUITE 420
SAN RAMON
CA 94583
Phone
9256598020

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 142 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$27.9M 848.46K 744.72K +13.9
$27.35M 188.92K 209.77K -9.9
$26.3M 374.6K 397.15K -5.7
$25.49M 394.86K NEW
$24.67M 335.14K 293.65K +14.1
$24.31M 220.91K 215.58K +2.5
$24.1M 351.23K 351.21K 0
$23.85M 858.93K 855.39K +0.4
$23.29M 367.89K 366.77K +0.3
$22.91M 168.01K 173.95K -3.4
$22.58M 452.28K 460.04K -1.7
$21.7M 222.6K 219.22K +1.5
$19.51M 174.63K 177.15K -1.4
$18.76M 164.66K 239.86K -31.4
$11.27M 150.14K 152.62K -1.6
$11.02M 119.26K 127.95K -6.8
$10.85M 42.25K 42.31K -0.1
$9.89M 119.45K 120.29K -0.7
$8.57M 62.69K 64.55K -2.9
$4.99M 112.4K 112.61K -0.2
$3.91M 193.05K 202.28K -4.6
$3.75M 8.79K 8.25K +6.6
$3.56M 66.03K NEW
$3.53M 43.55K 42.42K +2.7
$3.37M 17.1K 17.91K -4.5
$3.08M 6.33K 6.52K -2.9
$2.81M 26.38K 26K +1.5
$2.55M 4.97K 5.19K -4.3
$2.51M 23.58K 1.21K +1845.9
$2.24M 1.03K 1.08K -5.1
$2.23M 12.98K 13.43K -3.3
$2.23M 3.39K 3.24K +4.5
$2.19M 25.87K 30.7K -15.7
$2.12M 54K 46.44K +16.3
$2.03M 22.26K 21.09K +5.5
$1.99M 3.15K 3.34K -5.7
$1.92M 12.57K 12.03K +4.4
$1.9M 90.49K 103.57K -12.6
$1.9M 30.13K 29.62K +1.7
$1.83M 5.44K 5.61K -3.0
Vanguard Mun BD FDS
$1.79M 35.84K 35.02K +2.3
First TR Exch Traded FD III
$1.75M 34.6K 34.3K +0.9
$1.7M 10.3K 10.21K +0.9
$1.7M 10.41K 10.46K -0.5
$1.67M 6.77K 6.46K +4.8
$1.66M 14.31K 14.59K -1.9
$1.65M 6.47K 5.91K +9.4
$1.61M 11.41K 9.92K +15.1
$1.59M 14.03K 12.4K +13.2
$1.58M 5.76K 4.92K +17.1
Holdings list only includes long positions. Only includes long positions.

Calendar

3 Oct 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings